Netflix subscriber growth may have failed to impress because of underinvestment in content -- which seems about to change. Heard on the Street's Miriam Gottfied has details. Photo: Getty Images.

This transcript has been automatically generated and may not be 100% accurate.

... I ... I ... what's the uptick ... the wall ... the art ... last year ... Wal-Mart ... well ... with the debt owed might be a popular spot on Netflix lineup ... but the company disappointed investors as they won the subscriber growth numbers in its earnings report ... still short of analysts' expectations ... missing the streaming video services investment and content was atleast product line ... that in the Street's Miriam Gottfried is here to tell investors tell us and this is done and what the stock to see it ... to say a lot people it was to come when this YouTube morning there in the morning sun um what we like to see them ... while the Senate ... I knew that their margins had been running ... higher margin growth had been running higher than its current leak out ... and I'm of the opinion that the need to be spending more money on content and ... it sounds like that's the plan Tuesday they said the state plan to ramp up spending in the fourth quarter on content ... and in the past we've done that when they've done the big deals that's really spurred subscriber to ... our it's it's it's what others see positive stories to more spending more this machine begets exactly growth and ultimately the petitioner's to use a piece of stale is very important and yes so ... Netflix is an interesting case because it's still in the early stages of ramping up ... you ... its ... business and getting in at least if you believe they can get to sixty to ninety million subscribers which is what Netflix has been consistently saying ... too hard to get to that from ... under thirty million now ... you feel for the domestic business and then you need to really be spending spending spending in order to get as much content as he can to drive people scarcer se but a mock the will to talk about it like it because it is even if the stock with ... thirty million suspend the right to ninety third accounts a somewhat thirty two percent to fully commit traffic that I think it's a very interesting company in that respect but you know I've argued in the past and I continue to argue that nice be more like Amazon dot com ... and certain ... to go for scale of the expense of margins of this run ... so what would the beaches of Costa because a lot of focus of a C on the front are concentrated in in the nominations ... for House of Cards and Corsa arrested development we just mentioned ... are they looking to build out more proprietary shows a will ... probably not that I think I'll probably do that that the need to really have been more content of all kinds each cast the net as wide as possible so that when you say ... I wonder if that's on Netflix it's the ... right to a joke about TV shows in TV shows and movies they needed you you know sort of like it did to the Disney deal they did last year that where people looked at on at that and settle all their spending so much on the steel ... that is the kind of thing people that subscribers actually want and that's what drives subscription so they need to do more big deals like